Man vs. Machine: Final Round
In January, I brought on a new client who fits the target market of all the Robo-advisors popping up across the country. Read part one here to see how and why he came to us in the first place and the results of Round 1 here and Round 2 here and Round 3 here. I have a new challenge lined up for 2019. Head over to my Linked In page to check it out.
Final Round Wrap-up
Growing Pains
Last quarter I shared that I have been with Selectpath for a decade. I have come to realize over that time that there are things I am good at and things I suck at. That's why this year I have brought on a new team member to help make sure that nothing slips through the cracks. She also happens to be my wife, Danielle, so I have to be on my best behaviour. The rest of the team is the same: for client services, contact Ruth at ruth@selectpath.ca, or to set up a meeting, use my online calendar or contact Danielle.gagnon@manulifesecurities.ca.
Open for Business
I love working with my clients and helping them worry less about their financial lives. What I also like is when a client tells someone they know about how we've helped them. I just want to let you all know that I am never too busy to see your friends, family or colleagues. I have developed a list of life events that, if they occur, you should probably talk to an advisor. Spend 60 seconds looking it over and if you can answer YES to any of these questions, for you or for someone you know, let me know. I'm here to help.
Simply check your schedule, then check mine and if they are both free, we'll meet. Check out my schedule here and book a time to meet (updated hourly)
|
|
